Unclaimed Profile

Michelle Elaine Macdonald

VII PEAKS CAPITAL LLC·SANTA MONICA, California

SIE, Series 7, Series 24, Series 6616 years registeredVII PEAKS CAPITAL LLC

1431 OCEAN AVENUE, SANTA MONICA, CA 90401CRD# 5530490Firm CRD# 153825

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle Elaine Macdonald · SANTA MONICA, CA

Registration

CRD #5530490 · VII PEAKS CAPITAL LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VII PEAKS CAPITAL LLC

GAMA GLOBAL INVESTMENT ADVISORS, LLC

Jun 2010 – Jul 2011

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 7, 2010

Years registered · 16

Disclosure History

2021Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VII PEAKS CAPITAL LLC

CRD 153825 · SEC 801-71553

AUM

$28M

Regulatory assets under management

Employees

3 client accounts

Services offered by VII PEAKS CAPITAL LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at VII PEAKS CAPITAL LLC →

Introduction

Speak with Michelle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michelle is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SANTA MONICA?

Browse all registered financial advisors in SANTA MONICA, California or claim this profile if it's yours.

Browse SANTA MONICA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michelle Elaine Macdonald offer?

Michelle Elaine Macdonald specializes in Investment Management, Retirement Planning.

What are Michelle Elaine Macdonald's credentials?

Michelle Elaine Macdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Elaine Macdonald located?

Michelle Elaine Macdonald is based in SANTA MONICA, California, last registered with VII PEAKS CAPITAL LLC.

How does Michelle Elaine Macdonald charge for services?

Michelle Elaine Macdonald's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VII PEAKS CAPITAL LLC?

VII PEAKS CAPITAL LLC has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →